Enterprise Solutions Architect

Role Overview

• Serve as the primary senior technical and business authority during onboarding, collaborating with executive-level client stakeholders.
• Translate strategic client goals into scalable Advisor360 platform solutions aligned with regulatory, operational, and performance requirements.
• Lead discovery sessions and guide clients through data migration, platform configuration, and integrations into enterprise ecosystems.
• Act as a trusted change management consultant, advising clients on implementation strategies and organizational change management practices.
• Establish deep, trusted relationships with senior stakeholders, positioning Advisor360 as a strategic partner in their long-term success.
• Represent Advisor360 in presales client meetings, presenting onboarding strategies and building trust with prospective clients.
• Lead solution architecture for large-scale enterprise onboarding programs, balancing business objectives, compliance standards, and operational efficiency.
• Validate solution scope in partnership with Sales, Onboarding, and Product teams.
• Define and oversee onboarding technical roadmaps, including CRM integrations, data warehouse connectivity, and third-party ecosystem integrations.
• Ensure enterprise solutions follow best practices in security, scalability, performance, and risk management.
• Provide executive-level oversight and thought leadership on technical delivery across multiple onboarding programs.
• Draft and review Statements of Work (SOWs), RFP responses, and change orders to ensure alignment with delivery capabilities.
• Act as the bridge between sales commitments and delivery execution, ensuring continuity from pre-sales through post-sales onboarding.
• Partner with Sales Engineers, Product/Engineering leadership, and Account Executives to validate solution feasibility and set realistic expectations with clients.
• Mentor and coach onboarding architects, implementation managers, and client technical teams.
• Shape Advisor360’s onboarding methodology to scale effectively across enterprise clients.
• Provide actionable insights and feedback to Product Management to influence the roadmap and strengthen enterprise client adoption.
• Drive enterprise client adoption and early measurable value realization during onboarding.
• Anticipate and mitigate risks, dependencies, and blockers that could impact onboarding success.
• Troubleshoot complex technical and business onboarding issues, ensuring rapid resolution.
• Oversee smooth handoffs to Client Success and Support teams once onboarding milestones are achieved.

Requirements

• 5-8 years of experience in solution architecture, enterprise onboarding, or implementation consulting in financial services technology.
• Strong expertise in enterprise system integrations (APIs, SSO, CRM, data management, security frameworks).
• Strong foundation in business/systems analysis, fostering curiosity and a balanced mix of technical and business skills.
• Experience collaborating with developers and performing QA testing is highly valuable.
• Demonstrated expertise across key financial services workflows, including Account Opening, Trading, Compliance, Portfolio Performance, and Reporting.
• In-depth knowledge of broker-dealer and RIA back-office operations and workflows.
• Background in financial services, insurance, or wealth advisory technology.
• Familiarity with financial services data aggregators and industry standards.
• Exceptional client-facing communication skills with the ability to influence at the executive and C-suite level.
• Proven ability to lead large, complex onboarding programs in fast-paced, client-driven environments.

Benefits

• Comprehensive health benefits, including dental, life, and disability insurance.
• Annual performance-based bonuses.
• Unlimited paid time off program to help you perform at your best every day.